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Markel Group

351 hedge funds and large institutions have $8.57B invested in Markel Group in 2015 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 103 increasing their positions, 125 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

6% more funds holding

Funds holding: 330351 (+21)

0.92% less ownership

Funds ownership: 77.89%76.97% (-0.92%)

1% less capital invested

Capital invested by funds: $8.65B → $8.57B (-$80.5M)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

18% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 125

39% less call options, than puts

Call options by funds: $37.4M | Put options by funds: $60.9M

Holders
351
Holders Change
+21
Holders Change %
+6.36%
% of All Funds
9.8%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.87%
New
47
Increased
103
Reduced
125
Closed
22
Calls
$37.4M
Puts
$60.9M
Net Calls
-$23.6M
Net Calls Change
+$5.81M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
226
MassMutual Private Wealth & Trust
Connecticut
$486K +$184K +218 +40%
GC
227
Guggenheim Capital
Illinois
$463K +$38.9K +46 +9%
EIA
228
Edgemoor Investment Advisors
Maryland
$457K
Tudor Investment Corp
229
Tudor Investment Corp
Connecticut
$456K +$481K +569 New
SPC
230
Sigma Planning Corp
Michigan
$452K +$477K +564 New
Two Sigma Investments
231
Two Sigma Investments
New York
$449K +$474K +560 New
HMS
232
Hanseatic Management Services
New Mexico
$433K +$457K +540 New
PAG
233
Private Advisor Group
New Jersey
$425K
Janus Henderson Group
234
Janus Henderson Group
United Kingdom
$410K
MHC
235
Meyer Handelman Company
New York
$409K
BAM
236
Brave Asset Management
New Jersey
$401K
IGIM
237
I.G. Investment Management
Manitoba, Canada
$401K +$423K +500 New
SS
238
Sunbelt Securities
Texas
$400K +$39.8K +47 +10%
FC
239
Farley Capital
New York
$393K
DG
240
Davidson & Garrard
Virginia
$382K +$18.6K +22 +5%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$377K
EAM
242
Evanson Asset Management
California
$361K
FMW
243
Farr Miller & Washington
District of Columbia
$359K
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$357K -$3.38K -4 -0.9%
BW
245
Bison Wealth
Georgia
$348K +$35.5K +42 +11%
AT
246
Arden Trust
Delaware
$346K +$365K +431 New
HighTower Advisors
247
HighTower Advisors
Illinois
$339K -$708K -837 -66%
Two Sigma Advisers
248
Two Sigma Advisers
New York
$337K +$355K +420 New
CB
249
Commerce Bank
Missouri
$334K -$59.2K -70 -14%
AIM
250
Ada Investment Management
New York
$331K +$343K +405 New

MKL Hedge Fund Activity: Q3 2015 in Review

351 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Markel Group (MKL) for Q3 2015, worth a combined $8.57B — down 0.93% from $8.65B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MKL positions and 22 closed out — a net gain of 25 holders — while 103 added to existing stakes and 125 trimmed.

The largest buyer was Commonwealth Bank of Australia, adding an estimated $60.2M. The largest seller was Sprucegrove Investment Management, cutting an estimated $64.7M.

  • 351 institutional investors held Markel Group (MKL) as of Q3 2015, up from 330 in Q2 2015.
  • Funds reported $8.57B of Markel Group stock for Q3 2015, down 0.93% quarter-over-quarter.
  • 47 funds opened new Markel Group positions in Q3 2015 and 22 closed out, a net change of +25 holders.
  • The largest Markel Group buyer in Q3 2015 was Commonwealth Bank of Australia, an estimated $60.2M added.
  • The largest Markel Group seller in Q3 2015 was Sprucegrove Investment Management, an estimated $64.7M sold.

Based on aggregated 13F filings for Q3 2015.